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AVDX

AvidXchange

Delisted

AVDX was delisted on the 14th of October, 2025.

219 hedge funds and large institutions have $1.56B invested in AvidXchange in 2025 Q2 according to their latest regulatory filings, with 72 funds opening new positions, 64 increasing their positions, 58 reducing their positions, and 62 closing their positions.

New
Increased
Maintained
Reduced
Closed

16% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 62

16% more capital invested

Capital invested by funds: $1.35B → $1.56B (+$214M)

14% more funds holding in top 10

Funds holding in top 10: 78 (+1)

10% more repeat investments, than reductions

Existing positions increased: 64 | Existing positions reduced: 58

5% more funds holding

Funds holding: 209219 (+10)

0.5% less ownership

Funds ownership: 77.66%77.16% (-0.5%)

Holders
219
Holders Change
+10
Holders Change %
+4.78%
% of All Funds
2.88%
Holding in Top 10
8
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+14.29%
% of All Funds
0.11%
New
72
Increased
64
Reduced
58
Closed
62
Calls
$910K
Puts
Net Calls
+$910K
Net Calls Change
-$4.08M
Name Holding Trade Value Shares
Change
Change in
Stake
Prudential Financial
151
Prudential Financial
New Jersey
$214K +$81.5K +9,040 +71%
Wealth Enhancement Advisory Services
152
Wealth Enhancement Advisory Services
Minnesota
$213K +$43.2K +4,789 +28%
Kovitz Investment Group Partners
153
Kovitz Investment Group Partners
Illinois
$213K
HSBC Holdings
154
HSBC Holdings
United Kingdom
$207K -$31.1K -3,451 -14%
Brown Advisory
155
Brown Advisory
Maryland
$207K +$191K +21,178 New
CWM
156
CIBC World Markets
New York
$206K -$158K -17,504 -45%
TSS
157
Two Sigma Securities
New York
$201K +$65.3K +7,238 +54%
BBHC
158
Brown Brothers Harriman & Co
New York
$200K
Carson Wealth (CWM LLC)
159
Carson Wealth (CWM LLC)
Nebraska
$195K +$117K +12,990 +187%
Victory Capital Management
160
Victory Capital Management
Texas
$190K +$505 +56 +0.3%
JFG
161
Jefferies Financial Group
New York
$187K +$172K +19,099 New
QCM
162
Quantinno Capital Management
New York
$185K +$20.8K +2,311 +14%
AIP
163
Ameritas Investment Partners
Nebraska
$178K
State of Wisconsin Investment Board
164
State of Wisconsin Investment Board
Wisconsin
$173K -$262K -29,108 -62%
KeyBank National Association
165
KeyBank National Association
Ohio
$164K -$115K -12,779 -43%
PCM
166
Polymer Capital Management
New York
$163K +$150K +16,634 New
Russell Investments Group
167
Russell Investments Group
United Kingdom
$150K -$922K -102,298 -87%
SG Americas Securities
168
SG Americas Securities
New York
$146K -$190K -21,030 -59%
Mercer Global Advisors
169
Mercer Global Advisors
Colorado
$135K +$125K +13,819 New
X
170
Xponance
Pennsylvania
$129K +$1.07K +119 +0.9%
DFCM
171
Dark Forest Capital Management
Puerto Rico
$121K -$1.26M -140,044 -92%
Principal Financial Group
172
Principal Financial Group
Iowa
$119K -$15.9K -1,767 -13%
Mackenzie Financial
173
Mackenzie Financial
Ontario, Canada
$110K
EIA
174
Eastover Investment Advisors
North Carolina
$104K
LIM
175
Longfellow Investment Management
Massachusetts
$74.5K +$68.6K +7,609 New

AVDX Hedge Fund Activity: Q2 2025 in Review

219 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in AvidXchange (AVDX) for Q2 2025, worth a combined $1.56B — up 16% from $1.35B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new AVDX positions and 62 closed out — a net gain of 10 holders — while 64 added to existing stakes and 58 trimmed.

The largest buyer was Magnetar Financial, opening a new position worth an estimated $76.2M. The largest seller was Fidelity Investments, cutting an estimated $172M.

  • 219 institutional investors held AvidXchange (AVDX) as of Q2 2025, up from 209 in Q1 2025.
  • Funds reported $1.56B of AvidXchange stock for Q2 2025, up 16% quarter-over-quarter.
  • 72 funds opened new AvidXchange positions in Q2 2025 and 62 closed out, a net change of +10 holders.
  • The largest AvidXchange buyer in Q2 2025 was Magnetar Financial, an estimated $76.2M added.
  • The largest AvidXchange seller in Q2 2025 was Fidelity Investments, an estimated $172M sold.

Based on aggregated 13F filings for Q2 2025.